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Toll Brothers

453 hedge funds and large institutions have $7.5B invested in Toll Brothers in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 48

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $5.8B → $7.5B (+$1.7B)

12% more funds holding

Funds holding: 405453 (+48)

8% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 135

3% more call options, than puts

Call options by funds: $134M | Put options by funds: $129M

0.03% more ownership

Funds ownership: 86.23%86.26% (+0.03%)

Holders
453
Holders Change
+48
Holders Change %
+11.85%
% of All Funds
6.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
102
Increased
146
Reduced
135
Closed
48
Calls
$134M
Puts
$129M
Net Calls
+$4.32M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
151
Capital Insight Partners
Arizona
$2.62M +$65.6K +1,021 +3%
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$2.6M -$117K -1,822 -5%
Sumitomo Mitsui Trust Group
153
Sumitomo Mitsui Trust Group
Japan
$2.45M +$2.18M +33,866 New
Truist Financial
154
Truist Financial
North Carolina
$2.41M +$229K +3,561 +12%
APF
155
Alaska Permanent Fund
Alaska
$2.4M
Millennium Management
156
Millennium Management
New York
$2.38M +$1.63M +25,373 +339%
ASRS
157
Arizona State Retirement System
Arizona
$2.28M -$20.2K -315 -1%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$2.27M +$346K +5,385 +21%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$2.27M +$219K +3,402 +12%
Group One Trading
160
Group One Trading
Illinois
$2.26M -$136K -2,115 -6%
SAM
161
Shikiar Asset Management
New York
$2.24M -$4.01M -62,470 -67%
AIP
162
Ameritas Investment Partners
Nebraska
$2.22M
DTL
163
Dynamic Technology Lab
Singapore
$2.2M +$1.04M +16,220 +114%
TRIA
164
Trail Ridge Investment Advisors
Colorado
$2.18M +$1.93M +30,090 New
LPL Financial
165
LPL Financial
California
$2.17M -$391K -6,078 -17%
VF
166
Virtu Financial
New York
$2.16M +$1.43M +22,278 +293%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$2.14M +$76.7K +1,194 +4%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$2.13M -$12.9K -200 -0.7%
SOMRS
169
State of Michigan Retirement System
Michigan
$2.1M
Acadian Asset Management
170
Acadian Asset Management
Massachusetts
$2.1M +$1.87M +29,065 New
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$1.98M
SG Americas Securities
172
SG Americas Securities
New York
$1.97M +$1.14M +17,720 +186%
MAP
173
Moody Aldrich Partners
Massachusetts
$1.95M +$803K +12,496 +86%
EI
174
EAM Investors
California
$1.93M +$1.71M +26,613 New
Mitsubishi UFJ Trust & Banking
175
Mitsubishi UFJ Trust & Banking
Japan
$1.9M -$141K -2,193 -8%

TOL Hedge Fund Activity: Q4 2021 in Review

453 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2021, worth a combined $7.5B — up 29% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new TOL positions and 48 closed out — a net gain of 54 holders — while 146 added to existing stakes and 135 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.7M. The largest seller was Capital World Investors, cutting an estimated $95.9M.

  • 453 institutional investors held Toll Brothers (TOL) as of Q4 2021, up from 405 in Q3 2021.
  • Funds reported $7.5B of Toll Brothers stock for Q4 2021, up 29% quarter-over-quarter.
  • 102 funds opened new Toll Brothers positions in Q4 2021 and 48 closed out, a net change of +54 holders.
  • The largest Toll Brothers buyer in Q4 2021 was Morgan Stanley, an estimated $69.7M added.
  • The largest Toll Brothers seller in Q4 2021 was Capital World Investors, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2021.